River Wealth Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $616K | Sell |
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|
2025
Q4 | $562K | Sell |
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|
2025
Q3 | $612K | Buy |
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|
2025
Q2 | $593K | Sell |
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|
2025
Q1 | $597K | Sell |
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|
2024
Q4 | $558K | Buy |
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|
2024
Q3 | $609K | Buy |
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|
2024
Q2 | $521K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $49K | Hold |
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|
2018
Q3 | $49K | Sell |
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|
2018
Q2 | $58K | Buy |
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